How to Manage Customer Orders

How to Add Customer Orders to a Deal or Project

Managing customer orders is essential for effective delivery and project management. In Aptien CRM, you can attach orders under the "Attachments" tab. This ensures all orders related to your deal are stored in one place, easily accessible and shareable across your sales team.

A customer order should include:

• Customer Information: Name, contact details, delivery address
• Order Details: Product/service description, quantity, price
• Order Date: Date the order was placed
• Payment Information: Method and payment status
• Delivery Instructions: Preferred method and date
• Order Status: Pending, processed, or completed
• Notes: Special requests or conditions related to the order

How to Attach Customer Orders in Aptien CRM

1. Go to Project organizer
2. Select specific Project
3. Go to the "Attachments" tab.
4. Choose "Customer Orders" folder
5. Choose "Add File."
6. The system will prompt you to select the file with the order. You will select and attach the file.
7. Save